Latest Institutional Transactions on Palantir Technologies Inc. (PLTR)
This table provides information on the latest institutional transactions involving Palantir Technologies Inc. (PLTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
148+ 3.63% |
$11K - $21.3K
|
4.23K
$651K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-112- 0.31% |
$8.29K - $16.2K
|
36.1K
$5.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-760- 17.38% |
$56.2K - $110K
|
3.61K
$556K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
260+ 1.19% |
$19.2K - $37.5K
|
22.1K
$3.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
850+ 34.12% |
$62.9K - $123K
|
3.34K
$514K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-627- 17.52% |
$46.4K - $90.4K
|
2.95K
$454K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
7.94K+ 51.29% |
$587K - $1.15M
|
23.4K
$3.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.04KNew |
$151K - $294K
|
2.04K
$314K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-600- 1.44% |
$44.4K - $86.6K
|
41.1K
$6.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.5K+ 16.05% |
$111K - $216K
|
10.8K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
100+ 40.0% |
$7.4K - $14.4K
|
350
$53.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-135- 3.03% |
$9.99K - $19.5K
|
4.32K
$665K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-74- 46.25% |
$5.48K - $10.7K
|
86
$13.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
685+ 0.92% |
$50.7K - $98.8K
|
75.2K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1.98KNew |
$147K - $286K
|
1.98K
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
29.9K+ 7.81% |
$2.21M - $4.31M
|
413K
$63.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.29K+ 371.97% |
$95.3K - $186K
|
1.63K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
18.7MNew |
$1.38B - $2.69B
|
18.7M
$2.87B
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.78KNew |
$132K - $257K
|
1.78K
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
49.1K+ 10.44% |
$3.64M - $7.09M
|
520K
$80.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-61- 1.07% |
$4.51K - $8.8K
|
5.63K
$866K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.27K+ 37.68% |
$93.7K - $183K
|
4.63K
$712K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-288- 0.9% |
$21.3K - $41.5K
|
31.6K
$4.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-83.3K- 53.24% |
$6.17M - $12M
|
73.2K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.6KNew |
$193K - $375K
|
2.6K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.47K+ 696.21% |
$109K - $212K
|
1.68K
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
12.9K+ 85.47% |
$958K - $1.87M
|
28.1K
$4.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
5.82KNew |
$431K - $840K
|
5.82K
$896K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.09K+ 12.89% |
$80.6K - $157K
|
9.54K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.32K+ 6.4% |
$97.3K - $190K
|
21.9K
$3.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
7.64K+ 35.95% |
$566K - $1.1M
|
28.9K
$4.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
667+ 4.07% |
$49.4K - $96.2K
|
17.1K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
160+ 22.07% |
$11.8K - $23.1K
|
885
$136K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
8.87KNew |
$656K - $1.28M
|
8.87K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.02K+ 11.35% |
$150K - $292K
|
19.8K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
738+ 6.77% |
$54.6K - $106K
|
11.6K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-7.94K- 5.2% |
$587K - $1.14M
|
145K
$22.3M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-6.22K- 10.49% |
$460K - $897K
|
53.1K
$8.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.48KNew |
$110K - $213K
|
1.48K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2KNew |
$148K - $289K
|
2K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-5.67K- 27.74% |
$420K - $818K
|
14.8K
$2.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-365- 5.78% |
$27K - $52.7K
|
5.96K
$917K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.35K+ 2.02% |
$544K - $1.06M
|
371K
$57.1M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
12.3KNew |
$914K - $1.78M
|
12.3K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-14K- 53.49% |
$1.04M - $2.02M
|
12.2K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
8.93KNew |
$661K - $1.29M
|
8.93K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.65KNew |
$122K - $238K
|
1.65K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
376+ 9.57% |
$27.8K - $54.2K
|
4.31K
$663K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
698+ 15.44% |
$51.7K - $101K
|
5.22K
$804K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-150- 1.65% |
$11.1K - $21.6K
|
8.93K
$1.37M
|